Brett Allen Wessels
Investment adviser representative at Steele Capital Management, Inc.
14 yearsExperience
1 stateRegistered in
CFADesignation
$3.5BFirm assets
Are you Brett Allen Wessels? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
14 years in the industry.
- Steele Capital Management, Inc.Jun 2012 to now
Designations
- CFA
Exams passed
- Series 65 · Uniform Investment Adviser Law2012
State registrations
Registered as an investment adviser representative in 1 state (IA).
Steele Capital Management, Inc.
$3.5BAssets managed
1,644Clients
15Advisers
30 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6114351
- Firm CRD
- 107097